WITTENBERG INVESTMENT MANAGEMENT, INC.
CIK 1697790 · Holdings on Dec 31, 2023 · First reported Feb 13, 2024
Top ten holdings
Q4 2023- BRK.B20.90%
- AAPL10.67%
- GOOG6.02%
- GOOGL5.88%
- 5312298134.44%
- WFC3.46%
- BAC3.15%
- JPM2.74%
- USB2.25%
- WBD2.21%
Share classes counted separately61.72%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $60.17M | 20.90% | 168.71K shares | — | ↗▾ | |
| 02 | AAPLAPPLE INC View history and evidence | $30.72M | 10.67% | 159.59K shares | — | ↗▾ | |
| 03 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $17.34M | 6.02% | 123.01K shares | — | ↗▾ | |
| 04 | GOOGLALPHABET INC-CL ACAP STK CL A View history and evidence | $16.93M | 5.88% | 121.19K shares | — | ↗▾ | |
| 05 | 531229813LIBERTY MEDIA CORP-CL A NEWCOM LBTY SRM S A View history and evidence | $12.77M | 4.44% | 444.28K shares | — | ↗▾ | |
| 06 | WFCWELLS FARGO & CO View history and evidence | $9.95M | 3.46% | 202.15K shares | — | ↗▾ | |
| 07 | BACBANK OF AMERICA CORP View history and evidence | $9.07M | 3.15% | 269.39K shares | — | ↗▾ | |
| 08 | JPMJPMORGAN CHASE & CO View history and evidence | $7.90M | 2.74% | 46.44K shares | — | ↗▾ | |
| 09 | USBUS BANCORPCOM NEW View history and evidence | $6.47M | 2.25% | 149.55K shares | — | ↗▾ | |
| 10 | WBDWARNER BROS DISCOVERY INCCOM SER A View history and evidence | $6.37M | 2.21% | 560.13K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 8
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| 037411105 APACHE CORP | Non-derivative | — | — | SEC filing ↗ | |
| LTRPA LIBERTY TRIPADVISOR HDG-A | Non-derivative | — | — | SEC filing ↗ | |
| WYN WYNDHAM DESTINATIONS INC | Non-derivative | — | — | SEC filing ↗ |
3 / 8 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1697790 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 287840264
}Research all 80 reported holdings.
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